{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/carboncollective-co","markdownUrl":"https://nowen.ai/agents/carboncollective-co.md","jsonUrl":"https://nowen.ai/agents/carboncollective-co.json","name":"Carbon Collective Investing LLC","nickname":"Carbon Collective","website":"https://www.carboncollective.co","industry":"Investment Firms","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-09-06T23:07:56.597Z","summary":"Climate-conscious, fiduciary investment adviser delivering accessible, human-centered guidance and climate-focused portfolios for individuals, employers, endowments, and nonprofits.","description":"Carbon Collective Investing LLC is a climate-focused investment adviser serving individuals, nonprofits, and employer-sponsored plans. The firm describes itself as independent and fiduciary, offering guidance and portfolio approaches that aim to align financial goals with the transition to a low-carbon economy. Its services target everyday investors as well as organizations seeking sustainable investment options, endowment management, and cash‑management support. By combining ESG‑aware investment theses with a transparent, human-centered approach, the organization emphasizes education, accessible guidance, and compliance-conscious stewardship to help clients pursue long‑term financial outcomes alongside climate resilience.","mission":"To enable investors to grow wealth while advancing climate solutions by providing transparent, fiduciary guidance and practical frameworks that simplify responsible investing for individuals, employers, and nonprofits.","directory":{"industryName":"Investment Firms","agentCount":5,"indexable":false,"hubUrl":"https://nowen.ai/industry/investment-firms"},"aiReaderFamilies":["Anthropic","Amazon"],"advisorListingUrl":"https://haycion.com/advisors/carboncollective-co","products":[{"name":"ClimateSmart Target Date Funds","type":"Product","url":"https://www.carboncollective.co/ClimateSmart-Target-Date-Funds","summary":"Diversify 401(k) investments around climate risk using ClimateSmart Target Date Funds.","description":"ClimateSmart Target Date Funds are climate-focused 401(k) target-date options designed to diversify around climate risk and opportunity. They divest from oil and fossil-fuel dependent sectors, reinvest into climate solutions, broadly hold the rest of the global stock market, and balance stocks with green and government bonds. The funds are offered via a Collective Investment Trust (CIT) structure in partnership with Benefit Trust for use in 401(k) plans.","pricing":{},"features":[{"name":"CIT Structure for 401(k)","value":"Facilitates 401(k) Access","valueDescription":"The CIT structure simplifies the integration of ClimateSmart funds into employers' 401(k) plans."},{"name":"Oil Divestment","value":"Reduce Fossil Fuel Risks","valueDescription":"Minimizes exposure to sectors at risk from the transition to a low-carbon economy."},{"name":"Climate Solutions Allocation","value":"Invest in Innovative Solutions","valueDescription":"Funds are directed toward companies and technologies that are advancing climate-friendly initiatives."},{"name":"Date-Based Variants","value":"Flexible Investment Horizons","valueDescription":"Allows investors to select funds aligned with their retirement timelines."},{"name":"Global Stock and Bond Mix","value":"Diversify Across Asset Classes","valueDescription":"Achieve balanced exposure to traditional and climate-focused investments."}]},{"name":"US Climate Solutions ETF","type":"Product","url":"https://www.carboncollectivefunds.com/ccso/","summary":"Invest in climate solutions through a dedicated ETF for sustainable growth.","description":"The US Climate Solutions ETF provides exposure to climate-focused U.S. equities, enabling investors to participate in the climate transition within a dedicated ETF vehicle that complements other climate-focused holdings.","pricing":{},"features":[{"name":"Climate Solutions Exposure","value":"Access Climate-Focused Companies","valueDescription":"Investors gain exposure to U.S. companies committed to addressing climate challenges, supporting sustainable innovation."},{"name":"Equity Focus","value":"Target U.S. Climate Innovators","valueDescription":"Focusing on companies that lead in climate technologies, providing tailored investment opportunities."},{"name":"Sustainable Growth Potential","value":"Capitalize on Climate Transition","valueDescription":"Investors benefit from the increasing market demand for sustainable and eco-friendly solutions."},{"name":"Portfolio Complement","value":"Enhance Investment Diversity","valueDescription":"Complements existing sustainable investments, enabling a well-rounded climate-focused investment strategy."}]},{"name":"Short Duration Green Bond ETF","type":"Product","url":"https://www.carboncollectivefunds.com/ccsb/","summary":"Provides climate-aligned fixed income with shorter duration for better interest rate management.","description":"The Short Duration Green Bond ETF provides exposure to green bonds with a shorter duration profile, offering climate-aligned fixed income and diversification within investors’ portfolios.","pricing":{},"features":[{"name":"Green Bond Exposure","value":"Invests In Sustainable Projects","valueDescription":"This ETF focuses on bonds specifically used to finance environmentally friendly projects, enhancing the impact of investments."},{"name":"Short-Duration Fixed Income","value":"Reduces Interest Rate Sensitivity","valueDescription":"By focusing on short-duration bonds, this ETF helps mitigate the risks associated with rising interest rates while still providing fixed-income returns."},{"name":"Fixed Income Diversification","value":"Enhances Portfolio Diversification","valueDescription":"Incorporating green bonds into investment strategies allows for better risk management and alignment with sustainable investing goals."}]},{"name":"ClimateSmart Endowment","type":"Service","url":"https://www.carboncollective.co/endowment-overview","summary":"Tailored endowment management for nonprofits focused on climate solutions.","description":"Endowment management service for nonprofit organizations, offering tailored portfolios including custom bond portfolios via Artesian Investing, aligned to organizational goals and long-term stability.","pricing":{},"features":[{"name":"Custom Bond Portfolios","value":"Create Custom Bond Portfolios","valueDescription":"Offering specialized bond portfolios that meet unique financial requirements and support sustainability."},{"name":"Goal Alignment","value":"Align Goals With Investment Strategy","valueDescription":"Each investment strategy is customized to ensure it aligns with the long-term objectives and ethical considerations of the organization."},{"name":"Nonprofit Endowment Management","value":"Manage Nonprofit Endowments Effectively","valueDescription":"Providing comprehensive management services that focus on enhancing the long-term sustainability and financial health of nonprofit endowments."},{"name":"Fossil Fuel Exclusion Strategy","value":"Avoid Fossil Fuel Investments","valueDescription":"Reducing exposure to fossil fuel-related financial risks while promoting climate-positive investment options."},{"name":"Climate-Focused Investment Philosophy","value":"Adopt Climate-Focused Investment Approach","valueDescription":"Targeting investments in renewable energy and other climate solutions to support the transition to a sustainable future."}]},{"name":"ClimateSmart Cash Management","type":"Service","url":"https://www.carboncollective.co/endowment-cash-management","summary":"Manage nonprofit cash reserves with sustainable investment strategies for optimal returns.","description":"Cash management for nonprofit organizations, balancing money market yields with green bonds and bundling with 401(k) service for discounts; larger accounts can pursue customized bond portfolios with Artesian Investing.","pricing":{},"features":[{"name":"Nonprofit Cash Reserves","value":"Manage Nonprofit Cash Efficiently","valueDescription":"Utilizes investment strategies that enhance cash reserves while addressing climate change."},{"name":"Custom Bond Portfolios for Large Accounts","value":"Invest in Custom Bond Portfolios","valueDescription":"Tailored bond strategies designed to enhance returns while supporting climate initiatives."},{"name":"Bundling Discounts","value":"Unlock Additional Discounts","valueDescription":"Combining services can lead to significant cost savings for organizations."},{"name":"Green Bond Tilt","value":"Achieve Climate-Aligned Returns","valueDescription":"Optimizing returns through investments that align with sustainability goals."}]},{"name":"Fiduciary 2.0 Software","type":"Platform","url":"https://www.carboncollective.co/401-k-pricing","summary":"Streamline fiduciary responsibilities with user-friendly, compliant software for efficient plan management.","description":"Fiduciary 2.0 software is a free platform to build and maintain immutable records for fiduciary oversight, enabling regular investment reviews and easy export of records for audits and plan health monitoring.","pricing":{},"features":[{"name":"Audit-Ready Exports","value":"Facilitates Easy Audit Processes","valueDescription":"Streamline your audit preparations with one-click export of all necessary records, ensuring compliance and reducing stress during audits."},{"name":"Immutable Fiduciary Records","value":"Ensures Record Integrity","valueDescription":"Guarantees the accuracy and reliability of all fiduciary records, essential for maintaining compliance and transparency."},{"name":"Plan Health Monitoring","value":"Enhances Plan Oversight","valueDescription":"Continuously track your plan's health and service provider performance, ensuring proactive management and decision-making."},{"name":"No-Cost Access","value":"Reduces Financial Barriers","valueDescription":"Access comprehensive fiduciary management tools without any cost, ensuring all organizations can meet their fiduciary obligations."},{"name":"Simple Compliance Tasks","value":"Streamlines Compliance","valueDescription":"Simplify your compliance process with a single actionable task each quarter, making fiduciary responsibilities more manageable."}]},{"name":"Better Together 401(k) Program","type":"Service","url":"https://www.carboncollective.co/401k-overview","summary":"Receive personalized 401(k) support with potential cost savings and independent oversight.","description":"Better Together 401(k) Program provides 401(k) advisory services as part of a collaborative offering, featuring real human support, independent fiduciary oversight, and potential cost savings compared with traditional providers.","pricing":{},"features":[{"name":"401(k) Advisor Program","value":"Engage Expert Advisors","valueDescription":"Connect with dedicated advisors who provide tailored guidance throughout your 401(k) management."},{"name":"Independent Fiduciary Oversight","value":"Ensure Compliance and Accountability","valueDescription":"Rest easy knowing that your plan is managed under independent fiduciary standards to protect participants' interests."},{"name":"Human-Centered Support","value":"Get Personalized Assistance","valueDescription":"Receive hands-on support from knowledgeable advisors, ensuring smooth transitions and effective onboarding."},{"name":"Cost Savings","value":"Save on Advisory Fees","valueDescription":"Reduce fees compared to standard advisory offerings, benefiting your bottom line."},{"name":"Fiduciary 2.0 Software","value":"Simplify Compliance Tasks","valueDescription":"Easily maintain records and documentation to stay audit-ready with minimal effort."}]}],"audiences":[],"segments":[{"name":"401(k) Plan Advisory","description":"Advisory and plan management for employer-sponsored 401(k) plans, including fiduciary oversight, plan design, participant guidance, cost management, and target-date investment options.","color":1,"productNames":["Better Together 401(k) Program","ClimateSmart Target Date Funds","Fiduciary 2.0 Software"]},{"name":"Nonprofit endowment management","description":"Endowment and cash-reserve management tailored to nonprofit organizations, combining climate-aligned portfolios, goal alignment, and custom bond strategies.","color":2,"productNames":["ClimateSmart Endowment","ClimateSmart Cash Management","Short Duration Green Bond ETF"]},{"name":"Climate-focused equity ETFs","description":"Public equity strategies and ETFs that provide exposure to U.S. companies delivering climate solutions and climate-transition thematic equity allocations.","color":3,"productNames":["US Climate Solutions ETF","ClimateSmart Target Date Funds"]},{"name":"Climate-aligned fixed income","description":"Fixed-income products and portfolios focused on green bonds and short-duration strategies to provide climate-aligned income and manage interest-rate risk.","color":4,"productNames":["Short Duration Green Bond ETF","ClimateSmart Cash Management","ClimateSmart Endowment"]},{"name":"Fiduciary compliance and plan governance","description":"Compliance, governance, and audit-ready recordkeeping for fiduciaries and plan sponsors to support ERISA compliance, regular investment reviews, and documentation exports for audits.","color":5,"productNames":["Fiduciary 2.0 Software","Better Together 401(k) Program"]}],"faq":[],"comparisons":[],"sources":[{"url":"https://www.carboncollective.co","text":"Carbon Collective Investing LLC"},{"url":"https://www.carboncollective.co/ClimateSmart-Target-Date-Funds","text":"ClimateSmart Target Date Funds"},{"url":"https://www.carboncollectivefunds.com/ccso/","text":"US Climate Solutions ETF"},{"url":"https://www.carboncollectivefunds.com/ccsb/","text":"Short Duration Green Bond ETF"},{"url":"https://www.carboncollective.co/endowment-overview","text":"ClimateSmart Endowment"},{"url":"https://www.carboncollective.co/endowment-cash-management","text":"ClimateSmart Cash Management"},{"url":"https://www.carboncollective.co/401-k-pricing","text":"Fiduciary 2.0 Software"},{"url":"https://www.carboncollective.co/401k-overview","text":"Better Together 401(k) Program"}]}